Dashboard

What is my current net worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Over time your net worth will change as your assets earn interest or are depleted and your liabilities increase or decrease. Use this calculator to estimate what your net worth could be in the future based on specified growth rates.

Assumptions

Tangible Assets

Residence ($)

Vacation home ($)

Furnishings ($)

Automobiles ($)

Rental real estate ($)

Art, jewelry, and other valuables ($)

Equity Assets

Stocks ($)

Variable annuities ($)

Limited partnerships ($)

Business interests ($)

Fixed-Principal Assets

Fixed-dollar annuities ($)

Trust deeds ($)

Other fixed-principal assets ($)

Fixed-Rate Assets

U.S. government bonds and securities ($)

Municipal bonds ($)

Corporate bonds ($)

Face-amount certificates ($)

Debt mutual funds ($)

Cash and Cash Equivalents

Checking accounts ($)

Savings accounts ($)

Money market funds ($)

Certificates of deposit ($)

Other cash reserve accounts ($)

Liabilities

Home mortgage ($)

Other mortgage ($)

Automobile loans ($)

Bank loans ($)

Personal loans ($)

Charge account debt ($)

Other debts ($)